Institutional Ownership Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,929
shares
|
$220,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,410
shares
|
$196,862
0.03% of portfolio
|
Q3 2024
Added 162.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,673
shares
|
$119,322
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,400
shares
|
$107,136
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,430
shares
|
$63,835
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,191
shares
|
$53,166
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,080
shares
|
$48,211
0.01% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
945
shares
|
$42,184
0.0% of portfolio
|
Q3 2024
Reduced 46.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
905
shares
|
$40,399
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
636
shares
|
$28,391
0.0% of portfolio
|
Q3 2024
Reduced 52.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
560
shares
|
$24,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
200
shares
|
$8,928
0.0% of portfolio
|
Q3 2024
Added 53.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$4,464
0.0% of portfolio
|
Q2 2024
Reduced 18.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,464
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
69
shares
|
$3,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
55
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
30
shares
|
$1,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$44
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|